Relationship Manager (Wealth Management)

Responsibilities We are looking for qualified wealth-planning professionals to join our Consumer Banking team. As a Relationship Manager, you are self-driven, enjoy interacting with people and are adept at building a network of customers via tele-prospecting and in-person interactions. With a focus on forging long-term relationships with our mass-affluent customers, you are able to tailor holistic financial planning solutions to address customers’ unique needs and grow their wealth with us. • Provide comprehensive financial advice and wealth management solutions for Prestigious Wealth Management and retail customers, including but not limited to insurance and unit trusts • Be well-versed in the bank’s products and services to address customers’ financial needs • Proactively develop and deepen relationships with customers assigned to you while also expanding your customer base and establishing new customer relationships to generate revenue • Consistently meet sales targets and all other deliverables Requirements • Diploma qualification or above • At least 2 years of relevant financial advisory experience in banking and/or financial services • Equipped with the necessary regulatory certifications for advising investment products as classified under the FAA regulatory framework, namely CMFAS Module 5, 8, 8A, 9, 9A and Health Insurance • Strong interpersonal skills and results-oriented with professional conduct and a proven ability to consistently achieve sales targets • Good knowledge of wealth management and investment products, as well as industry trends